LPWM LLC’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

LPWM LLC’s Portfolio VEU Stock Details VEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$286K	Buy	3,802 +381	+11%	+$29.5K	0.07%	80
2025 Q4	$252K	Buy	3,421 +11	+0.3%	+$800	0.06%	80
2025 Q3	$243K	Buy	3,410 +110	+3%	+$7.59K	0.06%	78
2025 Q2	$222K	Hold	3,300	–	–	0.06%	80
2025 Q1	$200K	Buy	+3,300	New	+$199K	0.06%	83
2024 Q4	–	Sell	-3,312	Closed	-$207K	–	80
2024 Q3	$207K	Buy	+3,312	New	+$199K	0.07%	76
2022 Q2	–	Sell	-3,599	Closed	-$206K	–	68
2022 Q1	$206K	Buy	3,599 +19	+0.5%	+$1.12K	0.1%	66
2021 Q4	$219K	Buy	3,580 +280	+8%	+$17.3K	0.12%	64
2021 Q3	$202K	Hold	3,300	–	–	0.12%	61
2021 Q2	$209K	Hold	3,300	–	–	0.13%	62
2021 Q1	$203K	Buy	+3,300	New	+$201K	0.14%	57
2020 Q2	–	Sell	-6,244	Closed	-$256K	–	48
2020 Q1	$256K	Buy	6,244 +1,881	+43%	+$92.5K	0.28%	39
2019 Q4	$235K	Buy	+4,363	New	+$227K	0.22%	41

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPWM LLC's VEU Position: Q1 2026 in Review

LPWM LLC increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 11% in Q1 2026, buying an estimated $29.5K and bringing the position to 3,802 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #80.

LPWM LLC first reported a position in VEU in Q4 2019 and has held it in 13 quarters since. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

LPWM LLC held 3,802 shares of Vanguard FTSE All-World ex-US ETF worth $286K as of Q1 2026.
LPWM LLC bought 381 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $29.5K.
Vanguard FTSE All-World ex-US ETF made up 0.07% of LPWM LLC's portfolio in Q1 2026, its #80 holding.
LPWM LLC first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2019 and has held it in 13 quarters since.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.